Accounting Assistant / Legal Assistant

Job Summary
Bergen & Parkinson is seeking a detail-oriented and highly organized Accounting Assistant / Legal Assistant to support our team. We are looking for a highly motivated individual with accounting and legal experience. The ideal candidate will be capable of managing a variety of financial tasks with accuracy, discretion, and professionalism in a legal environment. The ideal candidate will be able to juggle different types of tasks and enjoys a variety of duties to keep them busy. This role is ideal for someone who enjoys working with numbers, staying organized, and contributing to a collaborative office environment. This role primarily will service both the accounting department and the probate/estates department administratively.

Responsibilities

• Prepare and distribute attorney billing statements using legal accounting software.
• Accurately enter vendor invoices into the accounts payable system and maintain organized records.
• Handle daily deposit activities for incoming firm revenue, ensuring timely and accurate bank transactions.
• Record trust account transactions in compliance with firm protocol.
• Respond to client inquiries regarding billing statements and provide clear, professional communication.
• Prepare and distribute checks in accordance with firm procedures.
• Provide general accounting administrative support to the Firm Administrator.
• Communicate effectively with attorneys and staff regarding billing, payments, and account inquiries.
• Supporting the legal department by assisting the paralegal with a wide range of tasks related to probate, trust, and estate administration, with the ability to adapt to changing priorities as needed.

Requirements

• Experience with Microsoft Office (especially Excel) and standard legal accounting software
• Strong mathematical and accounting aptitude
• Familiarity with trust accounting and legal billing practices preferred
• Excellent attention to detail and organizational skills
• Ability to maintain confidentiality and handle sensitive financial data
• Strong written and verbal communication skills
• Ability to work independently and as part of a team
• Prior experience in a law firm or professional services environment is a plus

Bergen & Parkinson offers a friendly and professional working environment along with a competitive salary and benefits package based on experience. Qualified candidates are invited to submit a letter of interest and resume for consideration. If you're reliable, motivated, and ready to grow with our firm, we'd love to hear from you.

Job Type: Full-time

Pay: $45,000.00 - $55,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Tuition reimbursement

Work Location: In person